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An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 18 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication… Read more »
Area serviced: Hamilton, ON; Brantford, ON; Niagara, ON; Oakville, ON; Burlington, ON
Independent Financial Advisor since 1994.
Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON; Dundalk, ON
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner… Read more »
Area serviced: Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
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Area serviced: Edmonton, AB
Christine (Tina) Abarquez is the President of Abarquez Group Inc., a company she co-founded with her father in 1997.  With a focus on Retirement, Estate and Tax Planning using both investment and insurance strategies, Tina takes great pride in helping… Read more »
Area serviced: Thornhill, ON
I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work  for my clients to make sure we come up with a Retirement plan that will suite their needs in the present… Read more »
Area serviced: Enderby, BC; Vernon, BC
I am a CPA currently working with a public accounting firm. My experience includes tax planning, and preparation of tax returns for deceased individuals, estates and trusts.  My goal is to create a stress-free environment for the executors to settle… Read more »
Area serviced: Canmore, AB
(403) 678-4444
Professional Summary:
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Retirement, Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance. Strong finance professional… Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC; Saskatoon, SK
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

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Area serviced: Ottawa, ON

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"                                                   … Read more »
Area serviced: Mississauga, ON; Niagara, ON; Niagara Falls, ON; Welland, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON; Burlington, ON; Niagara-on-the-Lake, ON; Brampton, ON; North York, ON; Milton, ON; Metro Toronto, ON; Toronto, ON; Hamilton, ON